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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,895 | $166,242-62.8% | $165,071-62.5% | $145,884-57.6% |
| Participation rate | 25.0% | 82.0%-57.0pp | 78.6%-53.6pp | 80.3%-55.3pp |
| Annual return | 11.11% | 100.44%-89.3pp | 70.17%-59.1pp | 551.85%-540.7pp |
| Employer contribution / active EE | $203 | $5,283-96.2% | $4,347-95.3% | $4,662-95.7% |
| Participant deferral / active EE | $0 | $6,964-100.0% | $6,035-100.0% | $6,690-100.0% |
| Admin fee / account holder | $34,482 | $16,658+107.0% | $12,695+171.6% | $13,392+157.5% |